Category Archives: Practice Management

Biggest Business Challenge

Do you know what the biggest business challenge is?

The biggest business challenge today is overwhelm. And you know what happens when there’s too much overwhelm? You start making bad decisions. And you know what happens when you start making bad decisions? It affects your confidence.

One of the biggest breakthroughs that I saw practitioners make in 2018 is to regain their confidence. And how did they regain their confidence? Well, in the tax resolution industry those folks took in as many cases as their marketing was bringing them and they figured out how to do the work.

Watch this week’s video where I share some great tips for you to feel more confident in working within the IRS Representation industry.

Do You Know What You’re Worth?

Have you ever sold yourself short when you have client consultations?
Do you know what you’re worth to your clients?

For example, some of you have shared with me that you feel guilty to charge $3,500-$4,000 to set-up a simple installment agreement because in your mind you’re thinking, “Wow, this is simple.  It’s only going to take me a couple of hours to do.  How can I charge $3,500-$4,000 to set up a properly structured installment agreement?”

And that’s the key—it’s not the amount of time you spend doing the work—it’s the value you provide to the client.

Watch this week’s video where I share 3 important facts so you’ll never feel guilty again setting up a simple installment agreement and collect the fees you deserve!

Let me know if this video was helpful?

Who’s Running Your Practice?

When you started your practice,
you had a dream of what it was going to be…

…to make money, be looked up to in the community by your friends, your colleagues, your associates, your clients. You wanted to make an impact and difference in people’s lives.

You might find that you are now stuck in the mundane daily tasks of doing this or that, and that your vision got sidetracked.

I want to remind you—YOU are the owner of your firm, not your employees. YOU are the KING or QUEEN of your business. So, how do you reclaim command of your team and clients that try to “manage” you?

Watch today’s video where I share how to take back your power and be the ALPHA Dog in your business!

Marketing: New Emerging Industries for Tax Resolution

When it comes to marketing, I always say, “One is a lonely number, and you need more than one marketing strategy to attract prospects.” Let me take that one step further and say that you also need different groups of people or industries to market to. Continue reading

Why We Don’t Make Promises We Can’t Keep

No matter how much you prepare, you can never control the outcome of something. This isn’t to suggest you can’t aim for a certain outcome. We should always do the legwork, putting in the time to prep and research as much as possible. But while you should commit time to preparing, you can’t become married to a certain result. Expectations are resentments under construction. Continue reading

What Do Taxes and Wedding Dresses Have in Common?

This past spring, Roslyn and I flew out to New York to visit our daughter. Erica got engaged over the holidays, which means she and Roslyn are in full wedding planning mode. While we were out there visiting, Erica scheduled an appointment to look at wedding dresses with Roslyn at Kleinfeld Bridal. If you haven’t heard of this bridal boutique before, you may have heard of the reality show set there called, “Say Yes to the Dress.” You can Google it if not.

I didn’t intend to go to Kleinfeld myself. My plan was to walk around the City, find a good cigar bar, and have a stogie. But I decided to tag along. How often do you get to visit a snooty dress store in NYC, where the staff keep their noses up and try to sell you dresses way outside of your budget? At least, that’s what we thought Kleinfeld would be like. Instead, Roslyn and I were completely wowed by the exceptional customer service. Continue reading